CPC
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Consolidated Planning Corp’s Merck MRK Stock Holding History

Consolidated Planning Corp’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$483K Sell
4,016
-64,364
-94% -$7.43M 0.08% 93
2025
Q4 		$7.2M Buy
68,380
+64,641
+1,729% +$6.07M 0.73% 40
2025
Q3 		$314K Buy
3,739
+375
+11% +$30.9K 0.03% 161
2025
Q2 		$266K Sell
3,364
-1,386
-29% -$110K 0.03% 165
2025
Q1 		$426K Sell
4,750
-4
-0.1% -$373 0.06% 138
2024
Q4 		$473K Sell
4,754
-43,611
-90% -$4.5M 0.06% 132
2024
Q3 		$5.49M Sell
48,365
-1,230
-2% -$146K 0.82% 40
2024
Q2 		$6.14M Buy
49,595
+4,955
+11% +$638K 1.01% 29
2024
Q1 		$5.89M Buy
44,640
+1,794
+4% +$221K 1.01% 31
2023
Q4 		$4.67M Buy
42,846
+1,296
+3% +$135K 0.87% 33
2023
Q3 		$4.28M Buy
41,550
+2,078
+5% +$224K 0.95% 34
2023
Q2 		$4.55M Buy
39,472
+2,387
+6% +$271K 0.96% 32
2023
Q1 		$3.95M Buy
37,085
+9,354
+34% +$1.01M 1.02% 31
2022
Q4 		$3.08M Buy
27,731
+24,193
+684% +$2.47M 0.85% 37
2022
Q3 		$305K Buy
3,538
+280
+9% +$25K 0.1% 92
2022
Q2 		$297K Buy
3,258
+550
+20% +$48.8K 0.09% 93
2022
Q1 		$222K Sell
2,708
-2
-0.1% -$158 0.15% 58
2021
Q4 		$208K Hold
2,710
– – 0.13% 63
2021
Q3 		$204K Sell
2,710
-35
-1% -$2.66K 0.13% 61
2021
Q2 		$213K Sell
2,745
-305
-10% -$22.7K 0.16% 54
2021
Q1 		$224K Hold
3,050
– – 0.14% 48
2020
Q4 		$238K Hold
3,050
– – 0.16% 45
2020
Q3 		$241K Hold
3,050
– – 0.18% 39
2020
Q2 		$225K Buy
3,050
+107
+4% +$8.05K 0.22% 37
2020
Q1 		$216K Buy
2,943
+105
+4% +$8.25K 0.27% 35
2019
Q4 		$246K Buy
+2,838
New +$233K 0.24% 37

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Planning Corp's MRK Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Merck (MRK) stake by 94% in Q1 2026, selling an estimated $7.43M and leaving 4,016 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #93.

Consolidated Planning Corp first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.2M in Q4 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Consolidated Planning Corp held 4,016 shares of Merck worth $483K as of Q1 2026.
  • Consolidated Planning Corp sold 64,364 Merck shares in Q1 2026, an estimated $7.43M.
  • Merck made up 0.08% of Consolidated Planning Corp's portfolio in Q1 2026, its #93 holding.
  • Consolidated Planning Corp first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's Merck position peaked at $7.2M in Q4 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.